SEC 13F Intelligence

Managers / Q1 2026

Tradewinds Capital Management, LLC

CIK 0001616026 · 2211 RIMLAND DRIVE, SUITE 401, BELLINGHAM, WA, 98226 · 360-715-9000

Reported Value
$504M
Q1 2026
Positions
719
Filings on Record
31
2019–present window
Filed
Apr 15, 2026
original filing

Summary

Tradewinds Capital Management, Llc reported $504M in U.S.-listed holdings across 719 positions for Q1 2026.

Its largest position, COMT, represents 9.3% of the portfolio.

Compared with Q4 2025, the fund opened 71 new positions and exited 38.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $203MQ4 ’18Q1 ’19: $273MQ2 ’19: $245MQ3 ’19: $252MQ4 ’19: $319MQ4 ’19Q1 ’20: $319MQ2 ’20: $388MQ3 ’20: $417MQ4 ’20: $462MQ4 ’20Q1 ’21: $502MQ2 ’21: $546MQ3 ’21: $589MQ4 ’21: $652MQ4 ’21Q1 ’22: $617MQ2 ’22: $268MQ3 ’22: $244MQ4 ’22: $214.8BQ4 ’22Q1 ’23: $318MQ2 ’23: $321MQ3 ’23: $292MQ4 ’23: $251MQ4 ’23Q1 ’24: $362MQ2 ’24: $339MQ3 ’24: $374MQ4 ’24: $379MQ4 ’24Q1 ’25: $373MQ2 ’25: $398MQ3 ’25: $445MQ4 ’25: $474MQ4 ’25Q1 ’26: $504Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$504M719Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$474M686Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$445M679Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$398M642Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$373M665Apr 25, 202513F-HRchanges · EDGAR ↗
Q4 2024$379M669Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$374M617Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$339M592Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$362M554Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$251M481Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$292M506Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$321M482Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$318M491Apr 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$214.8B524Jan 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$244M487Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$268M496Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$617M830Apr 25, 202213F-HRchanges · EDGAR ↗
Q4 2021$652M809Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$589M788Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$546M805Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$502M774Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$462M709Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$417M690Oct 26, 202013F-HRchanges · EDGAR ↗
Q2 2020$388M692Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$319M695May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$319M701Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$252M640Oct 17, 201913F-HRchanges · EDGAR ↗
Q2 2019$245M624Aug 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$273M620Apr 23, 2019RESTATEMENTchanges · EDGAR ↗
Q4 2018$203M649Jan 31, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.